Training project managers: create project tasks and assign PMs
Training project managers: create project tasks and assign PMs
Project managers miss PM/PjM requests in the CRM, causing handoffs to be overlooked and client programs to stall. This flow assigns the program manager and creates project board tasks so delivery starts without gaps.
Overview
Missed PM requests create delivery gaps and risk client satisfaction for training firms. This workflow routes PM/PjM requests into your project board and assigns a program manager so delivery handoffs start quickly and requests aren't overlooked.
Notable Features
- Create tasks on project board
- Assign program manager from opportunity
- Attach opportunity details to tasks